Japan & Korea @Smartkarma:Â Autos, Toshiba, NTT, JDI, North Korean DĂ©tente, and Trump Trade
As these weekly summaries get written on a weekend we look at things on a Friday-to-Friday schedule but things move at a fast pace. Just a week can...
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EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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The Week That Was in NorthAsia@Smartkarma: Bean Counters, Dr. Copper, and Shin Ramyun
What a pleasure in being able to read Dr. Jim Walker's insights on Smartkarma! In his report, World War Three: Part 1 – Falling Fertility, Dr. Jim...
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The Week That Was in NorthAsia@Smartkarma: Nikkei 225, Toshiba, Idemitsu, SK & Celltrion Healthcare
The Toshiba saga was again in the limelight last week. Travis Lundy and Mio Kato, CFAÂ briefed us about recent developments. Mio says in his...
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The Week That Was in NorthAsia@Smartkarma: Lineage, Moonjaeinnomics, Toshiba and 3D Touch Sensor
A hidden gem in OLED sphereJL Warren Capital gives us an interesting OLED stock to watch in the long-term. This company is called Nissha Printing...
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